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Alera Investment Advisors’s Fortive FTV Stock Holding History

Alera Investment Advisors’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,251
Closed -$66K – 423
2019
Q1 		$66K Sell
1,251
-24
-2% -$1.17K 0.03% 134
2018
Q4 		$54K Buy
+1,275
New +$59.9K 0.03% 167

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alera Investment Advisors's FTV Position: Q2 2019 in Review

Alera Investment Advisors sold out of Fortive (FTV) in Q2 2019, closing a stake of 1,251 shares — an estimated $66K sold.

Alera Investment Advisors first reported a position in FTV in Q4 2018 and held it in 2 quarters. The position peaked at $66K in Q1 2019. 804 funds tracked by Wall St. Rank hold FTV as of Q2 2019.

  • Alera Investment Advisors reported no remaining Fortive position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,251 Fortive shares in Q2 2019, an estimated $66K.
  • Alera Investment Advisors first reported a position in Fortive in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Fortive position peaked at $66K in Q1 2019.
  • 804 funds tracked by Wall St. Rank held Fortive as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.